Solutions Oriented Systems, Inc.

PracticeMaster Premier

PracticeMaster Premier is award-winning practice management software that helps you find case, client and contact information and find it fast. PracticeMaster includes a firm-wide calendar, and tracking for online research, e-mail and phone calls. PracticeMaster easily converts appointments, e-mail, phone calls and research into time entries in Tabs3 Billing Software so you don't need to remember to record them. PracticeMaster also integrates with other valuable programs, such as Outlook®, QuickBooks®, and smartphones (via Outlook).

A Firm-Wide Calendar Lets You Know Where Everyone Is.

A Firm-Wide Calendar Lets You Know Where Everyone IsPracticeMaster's firm-wide calendar lets you view appointments for everyone in your firm by person, by client, or by event, even if you have multiple offices in different locations. You can color code appointments by employee or activity, as well as view calendars by day(s), week(s) or month. Save time by creating calendar plan templates that you can use over and over again for common projects that include several tasks (e.g., the 5 things you do when you add a new client). PracticeMaster also offers pop-up screen reminders and the ability to schedule recurring appointments. Security settings allow people to only view what they have authorized access for, such as appointments for certain attorneys or clients. PracticeMaster can integrate with Outlook when it creates its firm-wide calendar.

Quickly and Accurately Check for Conflicts of Interest.

Quickly and Accurately Check for Conflicts of InerestInstantly and accurately identify conflicts of interests for your entire law firm by searching contacts, appointments, e-mails, documents and meeting notes. In just one click, you can gain access to the details of any conflict. PracticeMaster offers flexible and accurate search methods, such as matching only partial words, matching one or all words, and phonetic searches. You also have the option of including documents and e-mail attachments in your search.

Store and Organize Detailed Contact Information.

PracticeMaster is your electronic filing cabinet, storing vital information, such as phone numbers, mailing addresses, and e-mail addresses for all of your firm's contacts. PracticeMaster also allows you to link documents and e-mails to your contact records so you can find them easily. Instantly look up references to a person, including those in appointments, meeting notes and e-mail correspondence. Create and associate notes with any contact. See a list of all people related to a case. Additionally, you can synchronize contact information with handheld devices (via Outlook).

Mobile Access.

Mobile AccessIndividuals can take client, case and calendar information with them to use on their laptops when they leave the office. They can access all information in the database as well as perform day-to-day activities while away from the office. Upon returning to the office, they can synchronize any changes, additions, or deletions that were made while data was checked out.

Assemble Documents with Speed, Ease, and Accuracy.

Document AssemblyUse client, case and contact information to automatically create documents. You can customize documents, calculate amounts based on formulas you create, automatically create fees and expenses in Tabs3, and create calendar entries in PracticeMaster and Outlook while assembling documents. A document management record is created after each assembly, making it easy to retrieve the assembled document at any time.

Client and case information at your fingertips

Client files in PracticeMaster store contact information such as phone numbers, mailing addresses and e-mail addresses for easy access. Additional tabs in the client file store the details of the client’s case. Attach files, e-mails and e-mail attachments to your client records so that you can find them easily. Enter or paste notes (not specific to phone or e-mail records) as client notes in a free-form text file with built-in spell checking, and associate them to a related party. Contacts synchronize with Outlook® and clients optionally synchronize with QuickBooks®. Use the Matter Manager to see client information, all contacts involved in the case, journal activity, billing status summary (when integrated with Tabs3), and more.

Use the Form Designer to add custom fields to any data entry screen in PracticeMaster. With Form Designer, you may add, delete, or rearrange data entry fields so that you can track and organize your information exactly the way you want to.

Firm-wide calendaring

View appointments by day, week, or month for everyone in your office with a firm-wide calendar. Find appointments fast by color-coding them by employee or type of activity. Drag and drop to reschedule.

Schedule appointments for one individual, selected individuals, groups, or for everyone in the firm. You can also schedule recurring appointments that do or do not follow a regular pattern of time (e.g. every three weeks on Wednesday, every 14 days, etc). After adding a calendar record, PracticeMaster checks for conflicting events already scheduled, so that no one is scheduled for more than one appointment at a time. Define your own holiday schedules. Use federal, state, county or even jurisdiction specific criteria when creating reminders and due dates from one of the firm’s calendar plans. Customizable security settings control which employees see appointments for certain attorneys and/or clients. Optional reminders and alarms make sure you never miss a meeting or forget a task. The PracticeMaster calendar can be synchronized with Microsoft Outlook®, with or without using Exchange®.

Conflict of interest reporting

Instantly view possible conflicts of interest with anyone in your firm or with any of your clients. Preview the conflict of interest report to use one-click drilldown into the details of any conflict of interest. Optionally search the contents of all linked documents or e-mail attachments. Search options including “match partial words,” “starts with,” “phonetic check,” and “contains” enable a fast, flexible, and accurate search. Make your search even more specific using phrase matching, such as "must match at least one word" and "must match all words."

Track your time while you work

Use stopwatch timers to track time spent on phone calls, Internet research, client meetings and more. Stopwatch timers may be combined to create one billing entry for your work throughout the day. Manage several stopwatches at a time as you multi-task. You can easily set minimum time increments for billing entries, then automatically create fees or costs (to integrate to Tabs3 Billing software) from the time you track, appointments on your calendar, Internet research, e-mails, and documents that you create or review. Cost transactions can optionally post to QuickBooks®.

Manage documents and find them fast

Document management capabilities in PracticeMaster allow you to link any file to any client or case so that you can find them easily. Built-in document history tracking lets you track when changes were made to a document, and by whom. You can easily bring scanned documents into PracticeMaster by using PaperPort® imaging software, helping to make the image readily retrievable at any time. PracticeMaster toolbar plug-ins allow you to save documents in Word, Excel, or Adobe Acrobat/Reader as Document Management records.

Automate office procedures and reduce mistakes

Use WorkFlows to automatically start tasks after you perform a particular action. For example, when you add a new client, have PracticeMaster automatically generate a thank-you letter. Include up to 10 actions in any WorkFlow. Actions include creating records, changing existing records, starting e-mails, starting or sending eNotes (Platinum only), processing calendar plan templates, assembling documents, displaying messages, running reports, launching other PracticeMaster tasks, or launching external applications. You can also manually launch a WorkFlow in addition to tying it to another event or action.

Reports to help you stay on top of your caseload

PracticeMaster comes with several reports that will give you insight into the details of your clients, appointments, to-do lists, and pending assignments. You can also use PracticeMaster Report Writer to create custom reports using any existing and/or user-defined fields. Reduce paper clutter in your office by saving reports as PDF, HTML, Excel (.xls or .xlsx), or as text files.

Security so people only see the information they are supposed to see

Use System Configuration options to restrict the ability of any user to view, enter, edit, or delete information from any client, case, or calendar. Use access profiles to make sure that sensitive information remains secure.

Use eNote for quick, simple, intra-office communication

Available in Platinum Version only. Combining the best features of e-mail and instant messaging, eNote is the most efficient way share quick, simple, intra-office communication without filling up your e-mail inbox. Optionally link PracticeMaster records to messages.

SOS Products

Software Technology, Inc. (STI), the maker of Tabs3 and PracticeMaster legal software, announced that Solutions Oriented Systems, Inc. has been named a member of STI's elite, national network of resellers and consultants known as the President's Circle.